Financial Advisor Career & Practice Assessment

Let's start with your current situation

Which best describes your current role?

Wirehouse Advisor (Merrill, Morgan Stanley, UBS, Wells Fargo) Independent Advisor (RIA/IAR) Regional Firm Advisor Insurance Agent/Financial Representative Firm Owner/Manager

What's your current AUM or annual production?

Under $25M AUM / $250K production $25M - $50M AUM / $250K - $500K production $50M - $100M AUM / $500K - $1M production $100M+ AUM / $1M+ production

What are your biggest current challenges?

Select all that apply:

Limited growth opportunities at current firm Inadequate compensation structure Too much compliance/regulatory burden Lack of independence and flexibility No clear succession/exit strategy Difficulty recruiting quality advisors Outdated technology platform

What's your primary goal for the next 2-3 years?

Move to a better firm with more opportunities Sell my practice and retire/transition Acquire other practices to grow Build my team by recruiting advisors Go independent/start my own RIA

What's your timeline for making a change?

Immediately - I'm ready to move now Within 3 months Within 6 months Within 1 year Just exploring options

What geographic area interests you most?

Stay in my current area Northeast (NY, NJ, CT, MA, etc.) Southeast (FL, GA, NC, SC, etc.) Midwest (IL, OH, MI, IN, etc.) West Coast (CA, WA, OR, etc.) Open to relocating anywhere

Get Your Personalized Assessment Results

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Your Personalized Assessment Results

Based on your responses...

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